In these instructions, we will take a closer look at the most important settings options of the various system sections.

Kanban Board for Neofin's Past Due Deals

For the convenience of managing overdue payments and inactive subscriptions,

Task Management for Past Due Deals

Settings: To set up a new task, you need to

SMPT server configuration (Brevo, SendingBlue)

Certainly! Based on your description, here are the instructions for


How to Use Tags in Neofin 1. Creating Tags for

Changing the Display of Fields

In all sections containing the lists and tables (Loans, Clients,

Adding More Fields

In almost every section, including Managers and Branches, you can


In this section you can manage the users of your


Here you can expand the displayed fields in the Underwriting


This section is used for communicating with the client. The


The Payments section contains a list of banks that, in